See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,514 | $189,613-57.5% | $167,512-51.9% | $142,382-43.5% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 9.85% | 2024.68%-2014.8pp | 1615.79%-1605.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $527 | $4,349-87.9% | $3,882-86.4% | $4,299-87.8% |
| Participant deferral / active EE | $4,484 | $6,981-35.8% | $6,405-30.0% | $6,507-31.1% |
| Admin fee / account holder | $40 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |